Europe Commercial Property Update Are deal volumes in Emerging Europe property markets set to fall? Investment market activity across Central & Eastern Europe (CEE) in the final stages of 2011 was not as weak as the initial estimates suggested. Even so, because of the weak economic outlook for most... 13th March 2012 · 1 min read
Emerging Europe Economics Update Q4 data show consumption coming off the boil Final GDP data for Central and South Eastern Europe reinforced the view that Q4 was perhaps not as bad as we might have feared – growth accelerated in Poland and Slovakia and even the beleaguered... 9th March 2012 · 1 min read
Emerging Europe Economics Update Spike in oil prices is a bigger risk to growth than to inflation The surge in oil prices is unlikely to have a major impact on inflation in Emerging Europe but the impact on growth could be more significant. Ukraine and the Baltic States appear most vulnerable on... 2nd March 2012 · 1 min read
Non-Euro Europe Commercial Property Chart Pack Emerging European outperformance fading 2011 was a relatively strong year for Emerging European commercial property markets. But falls in yields and increases in rents became smaller and less widespread in the final quarter of the year. As... 24th February 2012 · 1 min read
Emerging Europe Chart Pack Growth still slowing The raft of Q4 GDP data released over the past month showed that growth slowed pretty much everywhere in Emerging Europe. The Czech Republic became the first economy in the region to fall back into a... 23rd February 2012 · 1 min read
Global Economics Focus How well will growth in emerging economies hold up? Emerging Asia and Latin America should continue to grow relatively fast even if the euro-zone slides into prolonged recession, as long as the US avoids the same fate. The outlook for emerging Europe... 16th February 2012 · 1 min read
Emerging Europe Economics Update Underlying inflation remains weak January’s inflation data in Emerging Europe has been a particularly mixed bunch, reflecting the impact of various indirect tax changes as well as the tail end of the commodity price shock a year ago... 16th February 2012 · 1 min read
Emerging Europe Economics Update Euro-zone bank deleveraging still a threat to growth Fears that euro-zone banks might suddenly withdraw their funding to subsidiaries in Emerging Europe have eased markedly over the past month, due in large part to the success of the ECB’s long-term... 15th February 2012 · 1 min read
Europe Commercial Property Update Fresh recession in the Czech Republic weighing on property outlook News from the Czech Republic this morning revealed that it slipped back into a technical recession in the second half of 2011. This has had little meaningful impact on the commercial property market... 15th February 2012 · 1 min read
Emerging Europe Economics Update Growth still set to disappoint in 2012 The raft of fourth quarter GDP data released this morning contained something for everyone: while Hungary defied the odds and grew in the final quarter of the year, the Czech economy contracted... 15th February 2012 · 1 min read
Emerging Europe Economics Update Czech Republic likely to be the first in recession A raft of Q4 GDP data for Emerging Europe, due next week, is likely to show that growth slowed sharply across the region. It appears that the Czech economy ended 2011 in recession and the Hungarian... 10th February 2012 · 1 min read
Emerging Europe Economics Update Political uncertainty threatens Romania's splendid isolation It goes without saying that today’s resignation of the Romanian Prime Minister, Emil Boc, in response to growing public discontent with austerity, is likely to weigh heavily on the country’s financial... 6th February 2012 · 1 min read
Emerging Europe Economics Update Czech rates on hold, looser policy on the cards Currency concerns remain the key driver of interest rate decisions in Emerging Europe. The recent stability of the leu provided scope for Romanian policymakers to cut rates today. But in the Czech... 2nd February 2012 · 1 min read
Emerging Europe Economics Update Inflation fears will fade in 2012 Recent comments from central bankers suggest that inflation is still high on the list of concerns for policymakers in the region. However, the unwinding of the last year’s commodity price shock... 26th January 2012 · 1 min read
Euro-zone departures to exacerbate the downturn The euro-zone stands on the brink of a deep recession which will encompass all member states. Emerging European economies have less scope to loosen policy in response to a drop in euro-zone output... 25th January 2012 · 1 min read
Emerging Europe Chart Pack Markets rally but economic data still gloomy The improvement in global risk appetite seen in recent weeks has ensured that financial markets across Emerging Europe have enjoyed a decent start to 2012. Yet we remain doubtful that this rebound can... 25th January 2012 · 1 min read
